Build · Service 02 / 13
AI agents & assistants.
An assistant is useful when it knows your business, works where your team already works, and knows when to hand off to a person.
The problem
Your best people answer the same questions every day. Inboxes fill faster than they empty. Knowledge lives in a few heads and a folder nobody can search.
What we build
Typical systems.
- 01
Inbox triage & drafted replies
Incoming email and messages classified, prioritized and answered in draft. A person approves before anything is sent.
- 02
Internal knowledge assistant
Answers grounded in your SOPs, policies and past tickets, with links to the source so people can verify.
- 03
Sales follow-up
Call notes turned into next steps, CRM updates and personalized follow-ups ready for review.
- 04
Document review
Contracts, applications and reports summarized against a checklist you define, with flagged clauses highlighted.
- 05
Bilingual customer messaging
Consistent answers in English and Spanish across web chat, email and WhatsApp, in your brand voice.
Deliverables
What you keep.
- Assistant scoped to defined tasks and data sources
- Guardrails: what it may answer, what it must escalate
- Approval step for anything customer-facing
- Evaluation set of real examples to test quality
- Usage and quality reporting
A good fit for
- Support and sales teams handling repetitive questions
- Businesses serving customers in English and Spanish
- Teams whose knowledge is scattered across documents and inboxes
Platforms we work in
- Claude
- Anthropic
- OpenAI
- Google Gemini
- HubSpot
- Slack
- Notion
Built on leading model providers such as Anthropic and OpenAI, connected to your email, help desk, CRM, documents and messaging channels.
Every engagement follows the same five forms.
Questions
About this service.
Will the assistant say things we didn’t approve?
Customer-facing output goes through an approval step until you’ve seen enough quality to relax it, and only for the categories you choose.
Does it learn from our data?
It answers from the documents you connect. We configure providers so your data is not used to train their models where that option is offered.
Begin
Every kata begins with a bow.
Book a 30-minute strategy call. Bring the process that eats your team’s week, or the channel that isn’t working. Leave with a clear view of what to fix first, and what to leave alone.